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Account Executive Scorecard - Overview

In order to access Account Executive Scorecard, navigate to Bird's Eye View page, then click the salesperson's name that you would like to view the scorecard. 

The Account Executive Scorecard is a page containing detailed information about an individual salesperson.

Note: As a manager, you also have a scorecard, which will display only the information pertaining to your accounts. This is a great place to go if you are a selling manager and wish to see all of the accounts that you handle. All of the instructions contained in this document pertain to a Scorecard, whether it belongs to an account executive or a manager. The following sections describe each section in Account Executive Scorecard in detail. Below is a screen shot of Account Executive Scorecard.


Keyword Search: Quiet Accounts, Notes, Activities, Revenue Pod, Recently Imported, Sales Outlook, Account Executive Dashboard, AE Dashboard, AE view, AE Bird's Eye View.

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